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Meet the Advisor Team That Manages Money for Other Advisors’ Clients

Meet the Advisor Team That Manages Money for Other Advisors’ Clients

The prowess of financial advisor Raj Bhatia’s team at Merrill Private Wealth Management puts it in high demand. Not only does it manage money for its own clients; it also does so for clients of other advisors at Merrill, a unit of Bank of America. Bhatia says he and crew run proprietary investment strategies that rely on their own experience and expertise, along with Bank of America’s extensive investment research. Those strategies are monitored by the company’s Investment Solutions Group.

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